Mike assists families in their efforts to provide their loved ones with special needs with the financial resources and other supports necessary to live their lives to their fullest potential.
Ryan provides families with financial services that are practical and coordinated, while aligning any resources that may help them or their loved ones with special needs live fulfilling lives.
Randi, as someone who navigates the complexities of the special needs world on behalf of her family, hopes to simplify the complex for other families with loved ones with special needs. email
Bryce focuses on his clients’ health, wealth, time and resources in assisting them in living their best possible lives.
Neil utilizes his personal experiences navigating the disability community when working with families to optimize their opportunities.
Tony provides client service and a first-hand perspective on navigating the special needs community. His goal is to make the challenging journey that families face, more enjoyable with his diligence and humor.
Video: Why Do the Employees of Oak Wealth Advisors Love the Work That We Do
Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. View Our Special Needs Services.
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